See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,951 | $73,981-54.1% | $105,722-67.9% | $62,891-46.0% |
| Participation rate | 43.3% | 71.7%-28.4pp | 78.9%-35.6pp | 69.3%-26.0pp |
| Annual return | 7.73% | 17.60%-9.9pp | 12.25%-4.5pp | 20.14%-12.4pp |
| Employer contribution / active EE | $2,543 | $2,856-11.0% | $4,079-37.7% | $2,281+11.5% |
| Participant deferral / active EE | $3,784 | $4,038-6.3% | $5,326-28.9% | $3,203+18.2% |
| Admin fee / account holder | $7,013 | $5,976+17.3% | $8,308-15.6% | $4,296+63.3% |